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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,789 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 33 · EIN 74-2794194 1250 CAPITAL OF TEXAS HIGHWAY S. · AUSTIN, TX 78746 | Securities brokerage | $13,589 |
NFP RETIREMENT INC5+ years Filed as: NFP Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $5,577 |
Filed as: CLARKE LANZEN SKALLA Service code 26 · EIN 13-4109249 17605 WRIGHT SYTREET · OMAHA, NE 68130 | Advisory (Participants) | $5,523 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,076 | $80,530-76.3% | $90,304-78.9% | - |
| Participation rate | 75.8% | 58.0%+17.8pp | 73.3%+2.5pp | - |
| Annual return | 15.19% | 36.03%-20.8pp | 78.13%-62.9pp | - |
| Employer contribution / active EE | $1,369 | $1,117+22.5% | $2,855-52.1% | - |
| Participant deferral / active EE | $713 | $2,324-69.3% | $3,885-81.6% | - |
| Admin fee / account holder | $322 | $3,788-91.5% | $5,354-94.0% | - |